---
title: Insights
description: The Insights tab is where Annise tells you what it has noticed — alerts on your holdings, data quality notices, platform updates, and messages within your Family Office, filtered by type, date, level and read status.
icon: lightbulb
page_type: feature
area: Notifications & Alerts
last_updated: 2026-08-27
related:
  - features/dashboard
  - features/getting-around
  - reference/glossary
tags:
  - insights
  - alerts
  - notifications
  - messages
  - data quality
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

import { PageMeta, GlossaryRef, Troubleshoot } from '/snippets/components.mdx';

<PageMeta last_updated="2026-08-27" />

**Insights** is where Annise tells you what it has noticed — smart insights into your holdings, trends, and performance, so you can make better, faster decisions.

## How it works

Insights is a running list, newest first. Each row tells you:

| Column | What it shows |
| --- | --- |
| **Date** | When the insight was raised, to the minute. |
| **Message** | What happened. |
| **Type** | An icon showing where the insight came from. Hover it for the name. |
| **Level** | A coloured chip for the part of your Family Office it applies to. |
| **Name** | The specific entity, account or holding, linked so you can jump straight to it. |

### Where insights come from

Every insight carries a **Type**, shown as an icon in the list. Hover it to see the name.

| Type | What it covers |
| --- | --- |
| **Portfolio** | Activity and thresholds on your holdings — price and allocation alerts, trades, income, maturities, and trade summaries. |
| **Annise Alert** | Account review status and report generation. |
| **Data Quality** | The data behind your securities — new securities, price and metadata changes, and transaction processing. |
| **Platform Alert** | Annise itself and your connections — accounts needing re-login, benchmark and tax settings, and market closures. |
| **Family Office** | Activity within your Family Office — member access changes, account connections, and setting updates. |
| **Security** | Sign-ins and password resets on your account. |
| **Annise Support** | Messages between you and the Annise team. |

### Levels

The **Level** chip tells you how far up an insight applies — **Family Office**, **Entity**, **Account**, or **Managers & Advisors**. Each has its own colour, so you can scan the list by scope without reading every row.

<Note>
  **Trusts appear as "Entity".** An insight about a trust is labelled **Entity** rather than **Trust**.
</Note>

## Using it

### Filtering the list

The filter button above the list opens a **Custom Filter** dialog built in two steps. In **Step 1** pick what you want to filter on — **Type**, **Date Range**, or **Read / Unread filter** — then choose the values in **Step 2**:

- **Type** — any one of the eight sources above
- **Date Range** — **Today**, **Yesterday**, **This Week**, or a custom range
- **Read / Unread filter** — **Read** or **Unread**

An **Include Archived Messages** toggle sits at the bottom of the dialog. **ADD FILTER** applies your choice and **RESET** clears the dialog.

Applied filters appear as chips above the list. Remove one with its **×**, or drop them all with **Clear All**.

### Searching

The search box filters the list by text, and works alongside whichever filters you've set.

### Acting on insights

Tick the checkbox on any row — or the one in the header to take everything — then use the buttons above the list to **Mark as Read**, **Mark as Unread**, **Archive**, or **Delete**. **Refresh** re-checks for anything new.

Archiving keeps an insight without leaving it in your way. It stays available behind **Include Archived Messages**, unlike deleting.

### Opening one

Click a row to open it. From there you can **Print** it, **Reply** to it, or **Forward** it to someone else in your Family Office.

### Assessing a holding

Rows about public and proprietary holdings carry an AI agent icon that assesses that company's risk and insights in the context of your portfolio. See [AI agents](https://annise-external.jamdesk.app/features/ai-agents) for how the agents work.

## Troubleshooting

<Troubleshoot title="Insights is empty">
  Annise hasn't raised anything yet. Insights fill in as your accounts sync and Annise has something worth telling you.
</Troubleshoot>

<Troubleshoot title="Something I expected isn't in the list">
  Check your filters first — a **Type**, **Date Range** or **Read / Unread** chip left set will hide everything outside it. **Clear All** removes them in one go. If it's still missing, it may have been archived — switch on **Include Archived Messages** in the filter dialog.
</Troubleshoot>

<Troubleshoot title="I archived something by mistake">
  Nothing is lost. Turn on **Include Archived Messages** in the filter dialog to bring archived insights back into the list.
</Troubleshoot>

<Troubleshoot title="An insight says Entity but it's about a trust">
  That's expected. Trust-level insights are labelled **Entity**.
</Troubleshoot>

<Troubleshoot title="I'm looking for the Events tab">
  It's now called **Insights**. Same tab, renamed.
</Troubleshoot>

## Related

<Columns cols={2}>
  <Card title="AI agents" icon="sparkles" href="/features/ai-agents">
    The agents that assess opportunities and risk against your portfolio.
  </Card>
  <Card title="Getting around Annise" icon="bars" href="/features/getting-around">
    The tabs, sidebar, and controls that shape every view.
  </Card>
</Columns>